Broker Check

Client Teams

As part of our business practice of servicing clients, we seek to build a team of support to assist you with ongoing matters.

  • Each team begins with the financial consultant who is the point person for your engagement. To support the ongoing service project additional members of our client service team will participate in the project as needed. As this team grows, we will work together to best serve your financial service needs.

As your financial situation becomes more complex, we will also work with your tax, legal and other advisors. We have a background participating in and building “collaborative financial planning teams.” Overtime we work to build a team of fiduciary minded professionals that provide quality and suitable services for your needs.